WO2003046692A3 - The monetaire wealth management platform - Google Patents

The monetaire wealth management platform Download PDF

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Publication number
WO2003046692A3
WO2003046692A3 PCT/US2002/037905 US0237905W WO03046692A3 WO 2003046692 A3 WO2003046692 A3 WO 2003046692A3 US 0237905 W US0237905 W US 0237905W WO 03046692 A3 WO03046692 A3 WO 03046692A3
Authority
WO
WIPO (PCT)
Prior art keywords
business
advice
software
financial advice
wealth management
Prior art date
Application number
PCT/US2002/037905
Other languages
French (fr)
Other versions
WO2003046692A2 (en
Inventor
Arnold E Amstutz
Damon Wilder Carr
Louis J Miele
Michael Neff
Michael Kelleher
Original Assignee
Monetaire
Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)
Filing date
Publication date
Application filed by Monetaire filed Critical Monetaire
Priority to AU2002352932A priority Critical patent/AU2002352932A1/en
Priority to EP02789892A priority patent/EP1573434A2/en
Publication of WO2003046692A2 publication Critical patent/WO2003046692A2/en
Publication of WO2003046692A3 publication Critical patent/WO2003046692A3/en

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Classifications

    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/02—Banking, e.g. interest calculation or account maintenance
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/06—Asset management; Financial planning or analysis

Abstract

A system and method facilitating financial advice delivery by linking product and service recommendations to objective financial advice. A proprietary Rule Builder Workstation governs all aspects of Wealth Management applications including business/financial advice logic, constants and user interface elements (Figure 2). Business rules controlling content, advice, and presentation format across multiple employee and customer facing applications are written and modified in an environment that enables business usurers to dynamically add or update rules without a new release of the software (Figure 5). A Computational Engine provides an object-oriented software abstraction of complex earnings/expense, balance, sheet and cash-flow modeling through which all quantitative and statistical functions are performed (Figure 6). The software API uniquely encapsulates all attributes of, and relationships among, these processes in a single component.
PCT/US2002/037905 2001-11-28 2002-11-27 The monetaire wealth management platform WO2003046692A2 (en)

Priority Applications (2)

Application Number Priority Date Filing Date Title
AU2002352932A AU2002352932A1 (en) 2001-11-28 2002-11-27 The monetaire wealth management platform
EP02789892A EP1573434A2 (en) 2001-11-28 2002-11-27 The monetaire wealth management platform

Applications Claiming Priority (2)

Application Number Priority Date Filing Date Title
US33352801P 2001-11-28 2001-11-28
US60/333,528 2001-11-28

Publications (2)

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WO2003046692A2 WO2003046692A2 (en) 2003-06-05
WO2003046692A3 true WO2003046692A3 (en) 2006-03-09

Family

ID=23303167

Family Applications (1)

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PCT/US2002/037905 WO2003046692A2 (en) 2001-11-28 2002-11-27 The monetaire wealth management platform

Country Status (4)

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US (1) US20040054610A1 (en)
EP (1) EP1573434A2 (en)
AU (1) AU2002352932A1 (en)
WO (1) WO2003046692A2 (en)

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